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FCG Investment Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

FCG Investment Company’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$747K Buy
1,138
+12
+1% +$8.26K 0.25% 73
2026
Q2 		$792K Sell
1,126
-84
-7% -$56.3K 0.27% 73
2026
Q1 		$746K Buy
+1,210
New +$767K 0.33% 62
2025
Q3 		$731K Buy
1,226
+36
+3% +$21.1K 0.34% 60
2025
Q2 		$674K Buy
1,190
+31
+3% +$16.6K 0.35% 67
2025
Q1 		$618K Buy
1,159
+72
+7% +$40.9K 0.39% 63
2024
Q4 		$619K Buy
1,087
+60
+6% +$35.2K 0.38% 58
2024
Q3 		$585K Buy
1,027
+102
+11% +$56.2K 0.38% 63
2024
Q2 		$495K Buy
925
+200
+28% +$108K 0.38% 69
2024
Q1 		$403K Buy
725
+218
+43% +$113K 0.32% 82
2023
Q4 		$257K Buy
+507
New +$235K 0.25% 82

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FCG Investment Company's MDY Position: Q3 2026 in Review

FCG Investment Company increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q3 2026, buying an estimated $8.26K and bringing the position to 1,138 shares worth $747K. The position accounts for 0.25% of the portfolio, ranked #73.

FCG Investment Company first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $792K in Q2 2026. 266 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • FCG Investment Company held 1,138 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $747K as of Q3 2026.
  • FCG Investment Company bought 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $8.26K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of FCG Investment Company's portfolio in Q3 2026, its #73 holding.
  • FCG Investment Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • FCG Investment Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $792K in Q2 2026.
  • 266 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on FCG Investment Company's 13F filing for Q3 2026, filed 13 Oct 2026.